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Portfolio (Quarterly) Guide ↗

PENOBSCOT WEALTH MANAGEMENT

· CIK 0001875768
13F Portfolio $374M AUM 117 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 61 Added 28 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCSH VANGUARD SCOTTSDALE FDS 23,981.0 $1.9M 0.51% NEW $79.03 -0.4%
2 MU MICRON TECHNOLOGY INC Technology 452.0 $522K 0.14% NEW $1153.84 -18.9%
3 INTC INTEL CORP Technology 2,898.0 $405K 0.11% NEW $139.63 -34.0%
4 SOXX ISHARES TR 560.0 $359K 0.10% NEW $640.88 -18.0%
5 IVV ISHARES TR 355.0 $266K 0.07% NEW $749.02 +3.4%
6 MGC VANGUARD WORLD FD 931.0 $255K 0.07% NEW $273.63 +3.3%
7 GEV GE VERNOVA INC Utilities 214.0 $251K 0.07% NEW $1174.86 -18.8%
8 KO COCA COLA CO Consumer Defensive 2,690.0 $219K 0.06% NEW $81.27 +9.6%
9 VT VANGUARD INTL EQUITY INDEX F 1,342.0 $211K 0.06% NEW $156.95 +2.9%
10 PXH INVESCO EXCH TRADED FD TR II 7,526.0 $210K 0.06% NEW $27.88 +6.0%
11 V VISA INC Financial Services 600.0 $206K 0.06% NEW $343.20 +10.6%
12 DFSU DIMENSIONAL ETF TRUST 4,375.0 $204K 0.06% NEW $46.63 +4.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.9%
Technology 31.5%
Healthcare 13.4%
Industrials 7.5%
Consumer Defensive 4.6%
Communication Services 3.4%
Consumer Cyclical 3.1%
Energy 1.4%
Utilities 1.2%